Portfolio (Quarterly)
Guide ↗
Axim Planning & Wealth
· CIK 0001950607| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 11,500.0 | $183K | 0.22% | — | — | $15.88 | +0.9% |
| 82 | LCNB | LCNB CORP | Financial Services | 11,500.0 | $179K | 0.22% | — | — | $15.59 | +3.0% |
| 83 | MARA | MARA HOLDINGS INC | Financial Services | 20,505.0 | $167K | 0.20% | NEW | — | $8.16 | +62.9% |
| 84 | EVGO | EVGO INC | Consumer Cyclical | 11,970.0 | $21K | 0.03% | NEW | — | $1.72 | +12.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
66.1%
Financial Services
11.3%
Technology
9.1%
Consumer Cyclical
4.0%
Consumer Defensive
3.9%
Healthcare
3.3%
Basic Materials
1.4%
Energy
0.6%
Communication Services
0.3%